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Re: Looking for one-of-a-kind London experience for wife

WOW! There are many brilliant ideas posted, thank you all so much. They locking of the Tower is EXACTLY the type of thing I was seeking, as were many others. I'm going to research every mention and I'll most definitely report back soon. Thank you, thank you! Bogleheads are the best, I am a longtime ...
by canderson
Sat May 10, 2014 10:12 pm
 
Forum: Personal Consumer Issues
Topic: Looking for one-of-a-kind London experience for wife
Replies: 39
Views: 1855

Re: Looking for one-of-a-kind London experience for wife

chaz wrote:For Mary Antoinette, take her to Paris.

Loooong week, you caught me before the edit. The time around Mary, Queen of Scots (not the French, she loathes Paris ha)!
by canderson
Fri May 09, 2014 7:08 pm
 
Forum: Personal Consumer Issues
Topic: Looking for one-of-a-kind London experience for wife
Replies: 39
Views: 1855

Looking for one-of-a-kind London experience for wife

Our 10th anniversary is next spring and I want to surprise the wife with a trip to London. I plan all our trips so it's easy for me, but I'm seeking out one-of-a-kind experiences for this one. A private tour if Buckingham Palace, a private event at a castle or Tower of London, etc. Anything that'd k...
by canderson
Fri May 09, 2014 6:53 pm
 
Forum: Personal Consumer Issues
Topic: Looking for one-of-a-kind London experience for wife
Replies: 39
Views: 1855

Re: Seeking advice, review of portfolio

canderson, When you sell an appreciated asset you pay capital gains tax on your sale price less what you paid for it and sales expense. The rate you pay depends on your tax bracket. It's lower than the rate you pay on wages. What was paid for the asset is sometimes hard to determine if you don't ha...
by canderson
Thu Dec 27, 2012 9:07 pm
 
Forum: Investing - Help with Personal Investments
Topic: Seeking advice, review of portfolio
Replies: 8
Views: 581

Re: Seeking advice, review of portfolio

I'm not really clear on UTMAs as I hadn't heard of it before we became married. I need to examine the tax implications of withdrawing money from that account. The UTMA should have been transferred to the custody of your wife long ago and would now be no different from any other taxable account. In ...
by canderson
Thu Dec 27, 2012 5:40 pm
 
Forum: Investing - Help with Personal Investments
Topic: Seeking advice, review of portfolio
Replies: 8
Views: 581

Re: Seeking advice, review of portfolio

JW, thank you for the reply. I should have stated that more clearly - I'd only max out the Roth yearly contribution, not clean out the UTMA altogether. The UTMA has a substantial amount of money in those closed admiral shares at a low (iirc .30) cost. I guess I read too much into your post. If you ...
by canderson
Thu Dec 27, 2012 3:20 pm
 
Forum: Investing - Help with Personal Investments
Topic: Seeking advice, review of portfolio
Replies: 8
Views: 581

Re: Seeking advice, review of portfolio

JW, thank you for the reply.

I should have stated that more clearly - I'd only max out the Roth yearly contribution, not clean out the UTMA altogether. The UTMA has a substantial amount of money in those closed admiral shares at a low (iirc .30) cost.
by canderson
Thu Dec 27, 2012 12:42 am
 
Forum: Investing - Help with Personal Investments
Topic: Seeking advice, review of portfolio
Replies: 8
Views: 581

Seeking advice, review of portfolio

Greetings! First I should say I've long been a Boglehead, but for the last few years due to job issues, health issues and various other things I haven't (unfortunately) paid as much attention to my retirement accounts as I definitely should. Hence, finally registering here for the guidance of fellow...
by canderson
Wed Dec 26, 2012 11:17 pm
 
Forum: Investing - Help with Personal Investments
Topic: Seeking advice, review of portfolio
Replies: 8
Views: 581

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